Other · DOL Form 5500 · 2024
Family Resources Retirement Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 75
- Participants Small participant base
- 31st
- Percentile by assets National rank
- $31,545
- Avg per participant Low balance/head
Official DOL plan name: Family Resources 403(b) Thrift Plan · Sponsored by Family Resources · Pennsylvania · Healthcare & Social Assistance
$2M in assets, 75 participants
Family Resources's Family Resources 403(b) Thrift Plan reported $2M in total assets and 75 participants in its 2024 DOL Form 5500 filing, ranking in the 31st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #5,100 in Healthcare & Social Assistance (16,916 peers)
Family Resources multi-year trail
Family Resources's plans moved +18.4% in assets from 2022 to 2024; this filing shows Family Resources 403(b) Thrift Plan at $2M / 75 participants.
- #5,100
- in Healthcare & Social Assistance (16,916 peers)
- +4.1%
- assets growth YoY
Family Resources 403(b) Thrift Plan among the smaller filed plans by assets
Family Resources 403(b) Thrift Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,365,846 31st percentile higher than 31% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Family Resources 403(b) Thrift Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Family Resources 403(b) Thrift Plan is a small filing (75 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Family Resources 403(b) Thrift Plan reported net income fell from $275K in the plan year 2023 filing to $85K in the plan year 2024 filing.
- Family Resources 403(b) Thrift Plan reported participants rose from 69 in the plan year 2023 filing to 75 in the plan year 2024 filing.
- Family Resources 403(b) Thrift Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 250728060 · Family Resources PY 2024 · Other
Family Resources 403(b) Thrift Plan · $2M · 75 · 31st
- RANK $2M
- RANK 75
- RANK 31st
- RANK Other
- RANK near Peabody Retirement Community Retirement Savings Plan
- RANK ind #5100
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →
Family Resources 403(b) Thrift Plan in the asset neighbourhood
Family Resources multi-year asset trail
Sponsor-wide plan assets over time
All Family Resources plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 18.448237104147612% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 75 | $2M |
| 2023 | 1 | 69 | $2M |
| 2024 | 1 | 75 | $2M |
Family Resources filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $85K |
| Employer EIN | 250728060 |
| Plan Effective Date | 1976-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $7.0B · 22,110
- Upmc 403(b) Retirement Savings Plan $4.7B · 78,872
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.6B · 43,405
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.8B · 6,772
- Jefferson Defined Contribution Retirement Plan $2.8B · 17,497
Family Resources 403(b) Thrift Plan's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Peabody Retirement Community Retirement Savings Plan in IN ($2M); by covered participants it is New England Law Boston Defined Contribution Retirement Plan in MA (75 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (75 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.